Category Archives: Women And Wealth

Why work with a REAL Financial Planning adviser? And how do you know who to choose?

Many people think they need to have a large lump sum of money to invest before seeking advice from a

Let’s Talk Legacy: Engaging the Family in Financial Planning for the Next Generation

We hope this message finds you well and in good spirits as we approach the holiday season. As we gather

“Cooking Up Success: Crafting Your Financial Recipe for a Prosperous Future”

Just as a chef meticulously selects ingredients to create a masterpiece in the kitchen, achieving financial success requires careful planning

Investing During Inflationary Times – Does A Term Deposit Really ‘Cut It’
So, what is inflation? Investopedia describes it as “a rise in prices, which can be translated as the decline of
UK Supreme Court Delivers Milestone Judgement On A Bank’s Duty To Follow Customer Instructions

The United Kingdom’s Supreme Court has delivered an important judgement holding that where a customer has unequivocally authorised and instructed

There’s No Time Like The Present – The Importance Of Wills And Enduring Powers Of Attorney

Wills and Enduring Power of Attorney documents are among the most important legal documents, but are often overlooked.  Everyone from

What Does The New Trustee Tax Rate Mean For You? 

As part of the Budget earlier this year, the Government surprised us with an announcement that it would raise the

Scam Watch
It seems there are more sophisticated investment scams that regulators both here and in Australia are aware of.  Australians lost
What Is The Success Rate Of Actively Managed Funds?

As our clients know, we prefer to refer to evidence around how best to invest money, and there are many

Helping Loved Ones Through Rising Rates
Are you, your children or loved ones, concerned about their mortgage as a result of the sudden rise of interest
Retirement Ready

It wasn’t so long ago that ‘retirement’ meant a hard stop in people’s lives. They would quit work, pick up

The Year That Wasn’t
Jim ParkerVice President - Dimensional As an eventful year in markets nears its close, analysts are being asked about theirexpectations
It Will Never Happen To Me
According to recent articles, 3,400 people or more are injured on Christmas day –  costing over $3million!! New bikes, trampolines
Do You Know What Is Important To You And Why
A few times recently we’ve had the privilege to be part of a conversation with clients and friends over a
Five Ways To Combat Financial Stress During Uncertain Times

Financial stress is one of the most prominent drivers affecting New Zealanders’ physical, social, and emotional wellbeing, with a third

Better Financial Behaviours By Those Who Receive Professional Financial Advice
Kiwis who seek out and receive professional financial advice, exhibit good financial behaviours more often than unadvised Kiwis.  According to
20 Ways To Jump Start Your Financial Future

  World Financial Planning Day is a global event to help raise awareness of the value of financial planning which

Meeting With Your Financial Advice Professional For The First Time?
Congratulations! You've decided to take control of your financial life. You've researched your options, asked a lot of questions, and
Worried About Stocks? Why Long Term Investing Is Crucial

We are living in a time of extreme uncertainty and the anxiety that comes along with it. Against the backdrop

The R Word – Resilience

By Romana Bell  Life is not always a sea of calm, but rather, at stages we will find ourselves in rough sea and

The Cost Of Trying To Time The Market

Whilst the stock markets and your portfolios may be volatile, the usual story of just ‘stay in your seats’ and

Give Up On Perfect
When the world feels particularly uncertain, you can feel tempted to over-analyse everything in the hope of building a ‘perfect’
Markets Have Rewarded Discipline

Whilst there is always something happening around the world that feels like its in turmoil, when it comes to investing,

A Tribute to Financial Planning

If I could have just one more day I’d remind myself again to play For life is not about just

What Is Important About Money To You
Whilst this may be an uncomfortable question to ask yourself, and it can certainly feel awkward when we ask it
Infrastructure Megatrends: The Clean Energy Transition 
Demand for clean energy is ramping up as a majority of countries target 2050 as the year to achieve net-zero emissions. But
How do we ensure we achieve our financial ambitions in life 
Well for sure, there are no guarantees involved with this question and when it comes to financial planning and investing
The bumpy road to the market’s long-term average
Since 1980, the Australian stock market has rewarded investors with an average return of about 13%.   Annual returns came
Women Are Under Engaged With Financial Planning Despite Wealth Increase

Gender equality has yet to be achieved in terms of financial planning, even though women’s wealth has been growing rapidly